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Sundaram Capital Protection Oriented Fund-Series 3 - 5 yrs (G)

PLAN: Regular OPTIONS: Growth
More Plan & Options
14.610 0.01 (0.06%)

NAV as on 27 Sep, 2016

CRISIL MF RANK

Not Ranked

Riskometer

LOW

LOW

  • Principal at low risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : MIP Conservative
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 27 Sep, 2016)

Period Returns (%) Rank #
1 mth 0.7 24
3 mth 2.5 25
6 mth 5.0 25
1 year 6.0 27
2 year 5.5 28
3 year 8.6 25
5 year - -

# Moneycontrol Rank within 30 MIP Conservative Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -0.1 - - - -
2015 2.2 -0.1 -0.2 0.5 3.5
2014 2.9 5.0 2.5 2.5 14.2
2013 - 1.9 -0.8 3.4 5.3
2012 1.5 2.1 4.1 1.8 9.9
2011 - - - 1.0 1.0

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (MIP Conservative)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.7 2.5 5.0 6.0 5.5 8.6 --
Category avg 1.0 4.3 6.9 9.1 8.8 10.1 7.0
Difference of Fund returns and Category returns -0.3 -1.8 -1.9 -3.1 -3.3 -1.5 --
Best of category 1.8 6.6 10.9 14.7 14.1 14.6 11.4
Worst of category -0.2 1.3 1.6 3.6 5.5 7.4 7.3

Investment Info

Investment Objective

The objective of this scheme would be to seek income and minimise risk of capital loss by investing in a portfolio of fixed income securities. The scheme may invest a part of the assets in equity to seek capital appreciation.

Scheme details

Fund Type Close-Ended
Investment Plan Growth
Launch date Oct 31, 2011
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 145.21 (Jun-30-2016)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Srividhya Rajesh / Dwijendra Srivastava
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

MIP Conservative Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Prudential Regular Income (G) Not Ranked
1,490.96 3.0 5.5 9.9 11.3 9.0
ICICI Prudential Regular Income-Dir (G) Not Ranked
42.39 3.3 6.1 11.3 12.2 --
SBI Magnum MIP - Direct (G) Not Ranked
5.36 6.3 10.9 14.7 14.6 --
SBI Magnum MIP (G) Not Ranked
398.38 6.0 10.2 13.4 13.6 11.3
ICICI Pru MIP - Direct (G) Not Ranked
4.99 6.5 9.6 11.6 13.8 --
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Aug 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 7.41 0.00 0.00
Technology 4.41 0.00 0.00
Automotive 2.68 0.00 0.00
Pharmaceuticals 2.20 0.00 0.00
Oil & Gas 1.53 0.00 0.00
Tobacco 1.45 0.00 0.00

View All Sectors

Asset Allocation (%)(Aug 31, 16)

Equity 24.59
Others 0.00
Debt 58.48
Mutual Funds N.A
Money Market 0.00
Cash / Call 13.37

View All

Concentration

Holdings (%)
Top 5 47.43
Top 10 61.19
Sector (%)
Top 3 14.50

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